HZ
HZ

Hailey a Zeiler

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
5,355 clients
Average Client Portfolio
$378K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Hailey is a registered representative with TFG Investment Group under Sunbelt Securities, dedicating full-time hours during trading hours. She also works as a tax preparer for Thorn Financial Group LLC, spending about a quarter of her time during tax season, and minimal time outside of it. Finally, Hailey is an insurance agent selling life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Sunbelt Securities
November 2019 - Present · 6 yrs 3 mos
Sunbelt Securities, INC.Broker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
LPL Financial LLC
August 2014 - March 2016 · 1 yr 7 mos
LPL Financial LLCBroker
August 2012 - March 2016 · 3 yrs 7 mos
State Registrations8 states
FLGAMINYOHPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.